Recurring Donor Management

Recurring Payments is where you can view and manage recurring donor information and transactions. It also acts as a manual gateway for adding recurring donations. To access it, go to Recurring Payments from your dashboard sidebar.

By default, the dashboard will view all categories: Active, Cancelled, Failed, and Upcoming Payments.

Click on any of the other buttons (View Active, View Cancelled, Failed Payments, View All, and View Upcoming Payments) to see those specific categories.

You can learn more about the difference between Cancelled and Failed Recurring Donations here.

From Recurring Payments, you can fully manage your recurring payment activity, including viewing and downloading payment history, resending receipts, refunding transactions, and sending a message. You can also resend the donor confirmation link, edit payment information, and cancel recurring donations.